Estate Planning in AZ

Estate Planning in AZ

5 documents that everyone needs. Click to get more information from Anthem Legal.

How To Get your Will, Trust and Estate Planning Documents in AZ

How To Get your Will, Trust and Estate Planning Documents in AZ

How to get Power of Attorney in AZ

How to get Power of Attorney in AZ

In simple words, this important document means that you are authorizing somebody to do something for you in the event that you cannot.  For example, your child is staying away from home, or you are buying and selling in another town, or you want to make sure that your spouse has access to your accounts should something happen to you…Anthem Legal can prepare and notarize your Power of Attorney . 1-888-411-7739.

Need a Simple Will?

Need a Simple Will?

Anthem Legal has created a package “My Life” that incudes all legal documents needed for simple estate planning in the State of Arizona.

Anthem Legal can help you prepare your downloaded documents and documents from self-service center, or direct you to a lawyer when you need one.  Call Anthem Legal at 1-888-411-7739. (www.anthemparalegalservices.com)

Arizona Last Will and Living Trust

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You can plan your legacy with a Last Will & Testament package. Our Complete Estate Plan includes health care and guardianship provisions. A Living Trust gives you control and direction for your assets to protect your family’s interests. Obtain a complete Estate Plan & Trust with our “My Life Package.”
Get started today: it’s quick & easy, and less costly.

About us: Anthem Legal Services is Arizona’s Online Legal Document Service Provider (www.anthemlegal.com) You can reach us Statewide: 888-411-7739

Important Consideration – Creating Power of Attorney

What are the ways to put your finances in order when time comes you are unable to do so? Setting up a power of attorney (POA) is one of your options when it comes to managing your daily financial affairs and transactions under certain circumstances such as when you are undergoing medical treatment or out of the country. It refers to a legal document that allows an individual or a financial institution such as a bank to manage your finances whether you are capable or not of doing it on your own.

The following are the essential considerations that you need to think about when creating a financial power-of-attorney document:

1. The need for a POA

Do you think you need help with handling your financial affairs? There are certain situations in which powers of attorney are not needed. For instance, if you own a big estate, you may be better off preparing a revocable living trust that offers great tax benefits and fits your needs. You may want to consider having both a financial POA and a revocable living trust.

2. The person who will act as your attorney-in-fact or agent

Take time in choosing the right agent who you will trust to carry out your financial tasks with your best interest in mind. Here are some of the characteristics that you should consider when selecting your financial agent:

• Financial savvy

• Trustworthy and comfortable to work with

• Can devote enough time to perform the required financial responsibilities

• Accessible and lives near your residence so that you can easily discuss with him or her any pertinent concern about your POA

• Can commit to carry out his or her duties as an agent if you are unable to handle your finances for a long time

Once you have chosen an agent, don’t forget to discuss the tasks, including the financial duties involved.

3. The forms you will use for preparing the power-of-attorney document

Use the power-of-attorney forms available online as your model or starting point. Before you consult with a lawyer, it is best to view several POA forms and understand fully the terms specified on them. That way, you can see the various possibilities before you head over to a lawyer’s office.

There are many sources of POA forms online these days. You can download a form from the Internal Revenue Service (IRS). You may opt to look for a particular POA form for your state on some websites that specialize in legal documents.

If you are about to finalize your POA document, you have to consult a lawyer first. You can ask the lawyer about the form of authority that suits your needs best as a principal.

4. The parties that will receive the power-of-attorney documents

Your power of attorney must be put in writing, signed by all parties involved (including the witnesses), and duly notarized. If the terms in the POA are related to taxes, it must be filed at the state government. If the terms are related to your real estate, your POA document must be filed at the office of the local county recorder.

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